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Contents

  • Introduction
  • 1. Who We Are
  • 2. Information We Collect
  • 3. How We Use Your Information
  • 4. Important: Broker Enquiries and Data Sharing
  • 5. No Honest Invest Account is Required
  • 6. Legal Bases for Processing
  • 7. Third-Party Service Providers
  • 8. Broker and Partner Relationships
  • 9. International Data Transfers
  • 10. Data Retention
  • 11. Data Security
  • 12. Information We Do Not Need
  • 13. Your Privacy Rights
  • 14. Marketing Communications
  • 15. Children
  • 16. Third-Party Websites
  • 17. Cookies and Analytics
  • 18. Changes to This Privacy Policy

Privacy Policy

Last Updated: August 14, 2026

Introduction

Honest Invest ("Honest Invest", "we", "us" or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we may collect when you visit or use the Site, how we use that information, and when we may share it with others.

1. Who We Are

Honest Invest operates an online trading review and information platform.

We are not a broker and do not hold or manage your trading funds through the Site.

For privacy-related questions, please contact:

  • Email: [Insert Privacy Email]
  • Legal Entity: [Insert Legal Entity Name]
  • Registered Address: [Insert Address]

2. Information We Collect

Depending on how you use the Site, we may collect information such as:

Information You Provide

This may include:

  • Name;
  • Email address;
  • Telephone or mobile number;
  • Country or region;
  • Trading interests or preferences;
  • Information included in an enquiry or message;
  • Information submitted through a broker connection or enquiry form; and
  • Other information you voluntarily provide.

You are not required to create an Honest Invest account to browse the Site or, where enabled, submit a broker enquiry.

Technical Information

When you visit the Site, we may automatically collect technical and usage information, such as:

  • IP address;
  • Browser type and version;
  • Device type;
  • Operating system;
  • Approximate location derived from technical information;
  • Pages visited;
  • Referring website;
  • Date and time of visits;
  • Clicks and interactions with Site features; and
  • Technical information related to uptime, performance and improving the Site.

Cookies and Similar Technologies

We use cookies, pixel tags, analytics tools and similar technologies to operate the Site, understand visitor behavior, measure campaigns, improve functionality and, where applicable, support advertising or referral activity.

You may be able to control certain cookie settings through your browser or our cookie settings.

3. How We Use Your Information

We may use personal information to:

  • Operate and maintain the Site;
  • Provide requested information and services;
  • Respond to enquiries;
  • Facilitate connections between interested users and relevant brokers or service providers;
  • Forward submitted enquiry information to the broker or provider associated with the relevant enquiry request;
  • Understand how users interact with the Site;
  • Improve our content, services and user experience;
  • Measure advertising, referral and marketing activity;
  • Comply with legal and regulatory obligations; and
  • Detect, prevent, investigate and address fraud, abuse, security or technical issues.

We will not use personal information for any purposes that are materially inconsistent with the purposes for which it was collected unless as otherwise required or permitted by applicable law.

4. Important: Broker Enquiries and Data Sharing

Honest Invest operates as an enquiry and connection service.

If you choose to submit your details through a broker enquiry form, click an applicable "Get Started", "Enquire", "Connect", "Learn More" or similar button, or otherwise indicate interest in a broker or trading service, the information you provide may be sent directly to that broker or third-party service provider so they can respond to your enquiry.

This may occur without creating an Honest Invest account.

Please ensure you review the details before submitting any information, as once information is transmitted to a broker or service provider, its handling of your information is subject to that broker's own privacy policy and legal obligations.

We recommend reviewing the privacy policy of the relevant broker before proceeding.

5. No Honest Invest Account is Required

Some Honest Invest services are designed to operate without user registration.

Accordingly, submitting an enquiry does not necessarily create an Honest Invest user account. However, we may retain information associated with an enquiry where necessary for legitimate business purposes, security, record keeping, compliance, dispute resolution or other purposes permitted by applicable law.

6. Legal Bases for Processing

Where applicable data protection law requires a legal basis for processing personal information, we may rely on one or more of the following:

  • Your consent;
  • Performance of a service or action you have requested;
  • Our legitimate interests in operating, securing and improving the Site;
  • Compliance with legal or regulatory obligations; or
  • Where legal bases are available under applicable law.

Where processing is based on consent, you may have the right to withdraw your consent at any time, subject to applicable legal limitations.

7. Third-Party Service Providers

We use trusted third-party providers to help operate the Site and deliver our services.

These may include providers supporting:

  • Website hosting;
  • Analytics;
  • Customer communications;
  • Enquiry processing;
  • Data storage;
  • Security and fraud prevention; and
  • Technical infrastructure.

Each provider may process information on our behalf and are expected to handle information consistent with applicable contractual and legal requirements.

8. Broker and Partner Relationships

Honest Invest may work with brokers, financial service providers, advertisers, referral partners and other third parties.

Where a user chooses to engage with a relevant broker or provider, information may be shared as described above.

Some links or enquiry pathways may be commercial or referral relationships through which Honest Invest receives compensation.

This does not change our commitment to handling personal information responsibly.

9. International Data Transfers

Some of our service providers, partners or brokers may operate in countries outside the country in which you are located.

As a result, your personal information may be transferred to or processed in other jurisdictions.

Where applicable, we take reasonable steps to ensure appropriate safeguards are applied to such data transfers in accordance with relevant data protection requirements.

You should review the privacy policy of any broker to whom you choose to connect, particularly where that broker operates internationally.

10. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including in connection with providing services, maintaining business and transaction records, preventing fraud, resolving disputes and complying with legal obligations.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

Where information is no longer required, we securely anonymize or otherwise dispose of it, subject to applicable legal requirements.

11. Data Security

We use reasonable technical and organizational measures designed to protect personal information against unauthorized access, alteration, loss or misuse.

However, no website, online transmission or electronic storage system can be guaranteed to be completely secure.

You should therefore avoid submitting highly sensitive information through forms or public areas of the Site unless it is specifically requested and appropriate to do so.

12. Information We Do Not Need

Please do not submit information unnecessary for your enquiry.

In particular, do not post or submit:

  • Bank account passwords;
  • Trading platform passwords;
  • Full payment card security information;
  • Government identification documents unless specifically requested through an appropriate process; or
  • Another person's personal information without their consent.

13. Your Privacy Rights

Depending on where you live and which privacy laws apply to you, you may have rights relating to your personal information. These may include the right to:

  • Request access to personal information we hold about you;
  • Request correction of inaccurate information;
  • Request deletion of information, subject to applicable exceptions;
  • Request restriction of certain processing;
  • Object to certain processing;
  • Withdraw consent where processing is based on consent; and
  • Request portability of certain information, where applicable.

We may need to verify your identity before fulfilling certain requests.

14. Marketing Communications

Where permitted by applicable law, we or a relevant third party may contact you following an enquiry or request to provide information relating to the broker, trading opportunity or service to which you engaged.

If a third party receives your information directly following an enquiry, its subsequent use will be governed by that third party's own privacy practices and applicable law.

You may have the right to opt out of receiving marketing communications, including through the unsubscribe instructions provided in the relevant communication.

15. Children

The Site is intended for adults and individuals who are legally permitted to access and use trading-related services in their jurisdiction.

We do not knowingly collect personal information from children without appropriate parental consent where applicable.

If you believe a child has provided personal information to us, please contact us so that we can take appropriate action.

16. Third-Party Websites

The Site may contain links to broker websites and other external sites.

We are not responsible for the privacy practices, security, content or policies of those websites.

Once you leave Honest Invest, you should review the privacy policy of the relevant third-party site before providing personal information.

17. Cookies and Analytics

We may use cookies and similar technologies to understand Site usage, remember preferences, analyze traffic and measure marketing effectiveness.

Some of these technologies may collect information about your interactions with the Site for analytics or advertising purposes.

Where required, we will obtain appropriate consent before placing or using non-essential cookies or similar technologies.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, technology, legal requirements or business practices.

When we make changes, we will update the "Last Updated" date at the top of this page.

We encourage you to review this Privacy Policy periodically.

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